Watts Gwilliam & Co., LLC GBTC GRAYSCALE BITCOIN TR BTC

Ownership history in Watts Gwilliam & Co., LLC  ·  5 quarters on record

AI Ownership Summary

Watts Gwilliam & Co., LLC reported GRAYSCALE BITCOIN TR BTC (GBTC) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.67% in 2024 Q4. The latest visible filing shows GBTC at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GBTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Watts Gwilliam & Co., LLC's position in GRAYSCALE BITCOIN TR BTC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GBTC was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Watts Gwilliam & Co., LLC held GBTC — position size vs. price
% of Fund (quarterly)    GBTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 40,000 0% 0.58% $3.6M 2025-11-14 (Est.) $73.78
2025 Q2 UNCHANGED 40,000 0% 0.61% $3.7M 2025-09-19 $90.34
2025 Q1 REDUCED 40,000 -1,767 -4.2% 0.56% $2.6M 2025-05-13 $82.73
2024 Q4 UNCHANGED 41,767 0% 0.67% $3.2M 2025-01-10 $75.08
2024 Q3 INITIATED 41,767 0.45% $2.1M 2024-10-09 $48.52

FAQ About Watts Gwilliam & Co., LLC and GBTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Watts Gwilliam & Co., LLC reported owning GBTC?

Watts Gwilliam & Co., LLC reported GBTC across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported GBTC position in Watts Gwilliam & Co., LLC's portfolio?

The largest reported portfolio weight for GBTC was 0.67% in 2024 Q4.

What is the latest reported GBTC position on this page?

The most recent filing on this page is 2025 Q3, when Watts Gwilliam & Co., LLC reported 40,000 shares, equal to 0.58% of portfolio, with an estimated market value of $3.6M.

What does the chart on this GBTC ownership page compare?

The chart compares Watts Gwilliam & Co., LLC's quarterly GBTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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